How To Prepare Your Portfolio For A Market Crash - Michael Gayed In Conversation With Daniel Lacalle

08/06/21 • 39 min

Michael A. Gayed, CFA, is Portfolio Manager at Toroso Asset Management, an award-winning author and publisher of The Lead-Lag Report.
Topics discussed in this conversation include the current market environment, inflation, portfolio protection, leverage and black swan events.

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Inflation Burst Followed By Deflation - Mike "Mish" Shedlock In Conversation With Daniel Lacalle

Mike Shedlock / Mish is a registered investment advisor for SitkaPacific Capital Management. On his “MishTalk” global economics blog, Mish writes several articles a day on the global economy.
Topics discussed in this conversation include inflation, stimulus plans, zombification, negative rates, MMT, and “breaking points” in the U.S. economy.

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Is The Reflation Trade Over? - Chance Finucane In Conversation With Daniel Lacalle

Chance Finucane is Chief Investment Officer at Oxbow Advisors. Chance joined Oxbow in 2017 after spending six years on the investment team at Institutional Capital (ICAP), a global value investment firm based in Chicago.
Topics discussed in this conversation include the reflation trade, bank stocks, the yield curve, growth sectors, central bank digital currencies, and the credit mechanism.